Our brand-new training program, AI Tools You’ll Actually Use: A 6-Week Guide for Insurance Pros, is officially live and ready for you to dive in. This step-by-step training was designed specifically for independent insurance agents who want to understand how to use AI tools like ChatGPT and others to grow their book, save time, and better serve clients.You have two ways to join (you’re welcome to do both!):
Join us live via webinar: Register here: Momentum Webinar Attend weekly sessions, ask questions, and engage with fellow agents in real-time.
Watch it on your own schedule: Prefer to learn at your own pace? Sign up for on-demand access here: Momentum University.
Here’s what you’ll learn across six power-packed weeks: Week 1: Foundations of AI for Insurance Understand what AI means for agents—and how to use it securely and effectively. Week 2: Effective Prompt Engineering Learn how to get the best results from AI tools with smart, strategic prompts. Week 3: AI-Powered Marketing & Sales Create blog posts, emails, and social content faster—without losing your voice. Week 4: Data Analytics & Business Intelligence Use AI to uncover insights, track trends, and improve communication. Week 5: Multimedia Content Creation Make videos, graphics, and audio that explain complex topics in simple ways. Week 6: Implementation & Integration Build a realistic, customized plan to integrate AI into your agency operations.
Ready to get started? Register now and join the growing number of IAs using AI the smart way.
🎙️ If you haven’t listened to our newest episode of Insurance Technology AMPlified yet, now’s the time!
Discover how innovation is transforming the insurance ecosystem.
Insurance is at a turning point. Insurance Technology AMPlified explores how technology reshapes agencies, leadership, and growth strategies.
Each episode offers sharp insights from industry leaders on topics ranging from tackling digital challenges to unlocking the power of AI in underwriting. We explore how collaboration and collective models are driving success, creating a future where agility and expertise define the modern insurance agency.
This is more than a podcast; it’s a front-row seat to the future of insurance. May Podcast Guests: Ema Roloff Co-Founder & Principal Consultant at Roloff Consulting Ema specializes in guiding insurance companies through digital transformation and sales strategy. Teresa Kitchens Agency Owner at The Sterling Insurance Group and creator of the podcast Power Women In Insurance Teresa leads an independent insurance agency based in Plano, Texas. Philip Charles-Pierre CEO & Co-Founder of Semsee Philip heads Semsee, an insurtech platform focused on streamlining the quoting process for small commercial insurance.
Ryan Deeds Analytics Leader at ALKEME Insurance Ryan is focused on leveraging analytics to improve operational performance and strategy at ALKEME Insurance.
Adam Urbania Director of National Sales at The Agency Collective (The AC) and The Brokers Adam focuses on expanding market access and growth opportunities for insurance agencies through The AC's platform.
Financial operations are complex, but managing them doesn’t have to be.
In this webinar, learn how AI can eliminate the manual grind from your day-to-day billing and accounting workflows.
Join Nia Casso from Ascend as she walks through real-world use cases of Ascend’s AI-powered tools—especially the new Smart Inbox—that can help you reduce bottlenecks, automate routine processes, and boost overall efficiency.
Host: Nia Casso, Account Executive at Ascend
Date & Time: Jun 25, 2025 10:00 AM PT / 1:00 PM ET
We released a new option for processing large carrier download sessions. For any session that is over 50 records, please use the "View and Merge - Optimized" option. Currently this is in Beta release but it has been thoroughly tested and will become the default option on the next system update.
This month in Peter's favorite report: It All Comes Back to Data Quality.
We’re excited to share that we’re expanding the toolkit to help agencies not only spot data issues but also fix them faster and more efficiently.
Now, accessing your Data Quality Diagnostic and Repair Tools is easier than ever.
Simply head to the top of your Dashboard — your tools are just a click away.
Better data starts with better tools. Dive in today and see the difference.
Why Regular Data Reviews Matter
Data isn’t static — and neither is your business. That’s why it’s important for agencies to periodically review the quality of their data. Regular check-ins help catch small issues before they become bigger problems, ensuring your operations stay smooth and efficient.
With our Diagnostic and Repair Tools now easier to access, staying on top of your data quality has never been simpler.
Get ready to reach new heights with your AMS! Our development teams have been working hard at crafting releases designed to enhance your Momentum AMS experience and elevate your business. Explore the latest game-changing features and products below and set your agency up for success!
Momentum Rate can GENERATE Acord Forms.
Momentum Rate just got even better. You can now automatically generate ACORD forms directly from your application submissions, saving you time and reducing manual entry. It’s faster, more efficient, and keeps everything consistent across your agency.
But that’s not all—we have some exciting announcements coming soon regarding new carrier partnerships. This means even more markets, more opportunities, and more ways to quote seamlessly through Momentum Rate. Stay tuned!
Momentum PremFi now allows you to generate instant quotes directly from your AMS with Capital Premium Finance and other premium finance partners.
Simplify your workflow, enhance your client experience, and speed up the financing process with Momentum PremFi.
📱 Now Live: The All-New Momentum Roam App
We’ve completely redesigned the Momentum Roam mobile app—inspired by your feedback—to give agencies a faster, cleaner, and more focused experience.
Now available on Google Play and the Apple App Store ✅
What’s New:
Streamlined Interface: The new layout, built with agency input, makes it easier to navigate, track tasks, and view reminders, so you never fall behind.
Insured Access History: See which clients you’ve been assisting through the app for better follow-up and continuity.
Mobile Management of insureds, policies, files, and tasks—right from your phone.
Client Login with Agency Awareness: Clients can log in to view their policies and instantly see your agency name and assigned agent, making it easy for them to contact you when they need you.
Momentum AMP (NowCerts, Inc.), 3492 Long Prairie Rd Suite 150, Flower Mound, TX 75022, (801) 999-0550
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